Geneos Wealth Management Inc. Vanguard Mid Cap ETF Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 17,988 shares of VO stock, worth $4.85 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

17,988

Previous 27,591 34.8%

Holding current value

$4.85 Million

Previous $7.14 Million 34.8%

% of portfolio

0.16%

Previous 0.2%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$251.87 - $277.95 $2.42 Million - $2.67 Million	-9,603 Reduced 34.8%	17,988 $4.65 Million
Q1 2025 May 07, 2025	BUY	$251.87 - $277.95 $3.95 Million - $4.36 Million	15,700 Added 132.03%	27,591 $7.14 Million
Q4 2024 Jan 21, 2025	BUY	$261.5 - $284.63 $222,013 - $241,650	849 Added 7.69%	11,891 $3.14 Million
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $2 Million - $2.22 Million	8,406 Added 318.89%	11,042 $2.91 Million
Q2 2024 Jul 23, 2024	BUY	$234.99 - $248.98 $27,728 - $29,379	118 Added 4.69%	2,636 $638,000
Q1 2024 May 03, 2024	SELL	$225.86 - $249.86 $107,735 - $119,183	-477 Reduced 15.93%	2,518 $629,000
Q4 2023 Jan 26, 2024	SELL	$195.66 - $233.95 $27,001 - $32,285	-138 Reduced 4.4%	2,995 $696,000
Q3 2023 Oct 11, 2023	SELL	$206.6 - $228.23 $5,784 - $6,390	-28 Reduced 0.89%	3,133 $652,000
Q2 2023 Aug 08, 2023	SELL	$203.43 - $220.16 $15,664 - $16,952	-77 Reduced 2.38%	3,161 $695,000
Q1 2023 Apr 25, 2023	BUY	$200.2 - $225.98 $20,820 - $23,501	104 Added 3.32%	3,238 $682,000
Q4 2022 Jan 30, 2023	BUY	$186.57 - $217.26 $17,537 - $20,422	94 Added 3.09%	3,134 $638,000
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $91,170 - $110,298	-485 Reduced 13.76%	3,040 $571,000
Q2 2022 Jul 22, 2022	SELL	$190.36 - $240.41 $10,279 - $12,982	-54 Reduced 1.51%	3,525 $0
Q1 2022 May 16, 2022	SELL	$219.86 - $253.39 $9.89 Million - $11.4 Million	-44,992 Reduced 92.63%	3,579 $851,000
Q4 2021 Feb 09, 2022	BUY	$236.98 - $261.2 $10.6 Million - $11.7 Million	44,669 Added 1144.77%	48,571 $12.4 Million
Q3 2021 Nov 09, 2021	BUY	$229.88 - $249.8 $25,516 - $27,727	111 Added 2.93%	3,902 $935,000
Q2 2021 Jul 08, 2021	SELL	$223.23 - $238.25 $12.3 Million - $13.2 Million	-55,272 Reduced 93.58%	3,791 $906,000
Q1 2021 Jun 17, 2021	BUY	$203.74 - $225.89 $5.55 Million - $6.16 Million	27,250 Added 85.66%	59,063 $13.7 Million
Q4 2020 May 19, 2021	BUY	$176.14 - $208.21 $4.95 Million - $5.85 Million	28,116 Added 760.51%	31,813 $957,000
Q3 2020 Sep 07, 2021	SELL	$164.39 - $185.0 $1.64 Million - $1.84 Million	-9,958 Reduced 72.93%	3,697 $639,000
Q2 2020 Sep 07, 2021	SELL	$124.34 - $175.42 $1.48 Million - $2.09 Million	-11,919 Reduced 46.61%	13,655 $2.09 Million
Q1 2020 Sep 07, 2021	SELL	$112.37 - $186.27 $21,125 - $35,018	-188 Reduced 0.73%	25,574 $3.4 Million
Q4 2019 Sep 07, 2021	SELL	$162.13 - $178.73 $109,275 - $120,464	-674 Reduced 2.55%	25,762 $4.59 Million
Q3 2019 Sep 07, 2021	BUY	$166.82 - $169.81 $45,708 - $46,527	274 Added 1.05%	26,436 $4.41 Million
Q2 2019 Sep 07, 2021	SELL	N/A	-338 Reduced 1.28%	26,162 $4.37 Million
Q1 2019 Sep 07, 2021	BUY	N/A	2,200 Added 9.05%	26,500 $4.26 Million
Q4 2018 Sep 07, 2021	BUY	N/A	3,095 Added 14.6%	24,300 $3.33 Million
Q3 2018 Sep 07, 2021	BUY	N/A	2,145 Added 11.25%	21,205 $3.48 Million
Q2 2018 Sep 07, 2021	BUY	N/A	16,221 Added 571.36%	19,060 $3.04 Million
Q1 2018 Sep 07, 2021	SELL	N/A	-197 Reduced 6.49%	2,839 $437,000
Q4 2017 Sep 07, 2021	BUY	N/A	178 Added 6.23%	3,036 $469,000
Q3 2017 Sep 07, 2021	SELL	N/A	-208 Reduced 6.78%	2,858 $420,000
Q2 2017 Sep 07, 2021	BUY	N/A	79 Added 2.64%	3,066 $437,000
Q1 2017 Sep 07, 2021	SELL	N/A	-155 Reduced 4.93%	2,987 $416,000
Q4 2016 Sep 07, 2021	BUY	N/A	621 Added 24.63%	3,142 $413,000
Q3 2016 Sep 07, 2021	SELL	N/A	-50 Reduced 1.94%	2,521 $326,000
Q2 2016 Sep 07, 2021	BUY	N/A	235 Added 10.06%	2,571 $318,000
Q1 2016 Sep 07, 2021	BUY	N/A	2,336	2,336 $284,000

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

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Geneos Wealth Management Inc. Vanguard Mid Cap ETF Transaction History